AIM

BR100- SETUP DOCUMENT
Budget Car and Van Rental

Order Management
Author Creation Date Last Updated Document Reference Version : : : : : Kiran D. Gholap Jul 7, 2008 Jan 7, 2011 BR100_OM Final

Doc Ref: BR100_OM_Ver.1.0 Satyam-Budget Confidential - For internal use only

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Doc Ref: BR100_OM_Ver. Gholap Version Version 1 Final Change Reference No Previous Document Reviewers Name Mustafa Ghassan Sign Distribution Copy No.For internal use only Page 2 . 1 2 Name Mahindra Satyam Project Repository Budget Project Repository Location Hyderabad Jeddah Note to Holders: If you receive an electronic copy of this document and print it out. for document control purposes.0 Satyam-Budget Confidential . for document control purposes.1. please write your name on the equivalent of the cover page.Document Control Change Record 13 Date 07-Jul-08 07-Jan-11 Author Kiran D. If you receive a hard copy of this document. please write your name on the front cover. Gholap Kiran D.

...............................................................................................For internal use only Page 3 ...1.........10 1...........................................................................................................................................................7 OM: Define Document Sequences.....................................................................................13 Doc Ref: BR100_OM_Ver.......................................................................................................Content Document Control.6 OM: Define Transaction Types................................................................................................................4 OM: Define Order Management Parameters.............................2 OM: Define Sales Order Flexfield...OM: Define Shipping Parameters.......................................................................................................................................11 OM: Define Shipping Execution Grants.................................0 Satyam-Budget Confidential ..........................................................9 OM: Assign Document Sequences.....................................................5 OM: Define Order Import Sources.....10 OM: Define Freight Cost Type.................................................................................................

0 Satyam-Budget Confidential .For internal use only Page 4 .1.OM: Define Sales Order Flexfield Navigation Path Order ManagementSetupFinancials  FlexfieldKeySegments (View > Find) Description: Use this form to define Sales Order Flexfield segments for Order Management This a one time setup and never need to change it <Key Flexfield Segments> Inventory Application Structures Code SALES_ORDER Allow Dynamic Inserts Yes Segments Name Order Source Order Type Order Number Flexfield Title Sales Orders Title Unitrans Sales Orders Description Unitrans Sales Orders View Name Window Prompt Order Source Order Type Order Number Column SEGMENT1 SEGMENT2 SEGMENT3 Values Set Doc Ref: BR100_OM_Ver.

1.For internal use only Page 5 .0 Satyam-Budget Confidential .OM: Define Order Management Parameters Order ManagementSetupSystem ParametersValues Description: Use this form to maintain Oracle Order Management Parameters. <Parameters> Operating Unit Allow Partial Reservation Customer Relationships Item Validation Organization Margin Calculation Show Discount Details on Invoice <Values> Saudi Arabia Yes Related Customers Unitrans Item Master Price based No Doc Ref: BR100_OM_Ver.

OM: Define Order Import Sources Order ManagementSetupOrdersImport Sources Description: Use this form to define additional Order Import Sources required for importing data relating to Sales Orders from external sources. <Order Import Sources> Order Import Source Description Enabled Legacy Data imported from Legacy Systems Y Doc Ref: BR100_OM_Ver.0 Satyam-Budget Confidential ..1.For internal use only Page 6 .

Generic Yes - Unitrans Used Car Sales 01-JANUnitrans Used Car Sales Line Line 2008 Used Cars Return Order Used Cars Return Line Lease Car Sales-(Depot) Order Used Cars Return form Customer Used Cars Return Line form Customer Lease Car Sales Order for Depot Repairs 01-JAN2008 01-JAN2008 01-JAN2008 Order Flow .1.For internal use only Page 7 .OM: Define Transaction Types Order ManagementSetupTransaction TypesDefine <Transaction Types> Sr 1 2 3 4 5 6 7 8 9 10 Transaction Type Unitrans Used Car Sales Order Description Unitrans Used Car Sales 01-JANOrder 2008 Effective Transaction Order Order Workflow Retain Date Type Code Category Document Number ORDER LINE ORDER LINE Order LINE ORDER LINE ORDER Order Order Order Return Return ORDER Order r Return Return Order LINE Order Flow .Generic Yes - <Main> Sr 1 2 3 4 5 6 7 8 9 10 Default Return Line Type Used Cars Return Line Lease Car Return (Depot) Line Total Loss/Scrap Sales Line - Default Order Line Type Unitrans Used Car Sales Line Lease Car Sales-(Depot) Line - Price List Car Sales Price List - Doc Ref: BR100_OM_Ver.Generic Yes - Lease Car Sales Line for 01-JANLease Car Sales-(Depot) Line Depot Repairs 2008 Lease Car Return (Depot) Order Lease Car Return (Depot) Line Lease Car Return for Depot Repairs Order Lease Car Return for Depot Repairs Line 01-JAN2008 01-JAN2008 01-JAN2008 01-JAN2008 Order Flow .0 Satyam-Budget Confidential .Generic Yes - Order Flow .Generic Yes - Total Loss Vehicles or Total Loss/Scrap Sales Order Scarp Sales Order Total Loss/Scrap Sales Line Total Loss Vehicles or Scarp Sales Line Order Flow .

Generic. Bill Only 01-JAN-2008 Line Flow .Return for Credit 01-JAN-2008 with Receipt Line Flow .Generic Start Date 01-JAN-2008 - Line Flow .Generic.Return for Credit 01-JAN-2008 with Receipt Line Flow .0 Satyam-Budget Confidential .Generic. Bill Only 01-JAN-2008 Line Flow .<Finance> Sr 1 2 3 4 5 6 7 8 9 10 Invoicing Rule Accounting Rule Scrap Sales Invoices 2010 Scrap Sales Invoices 2010 Invoice Source Order Management INV (Car Sale) 2010 Order Management INV (Car Sale) 2010 Order Management CM (Car Sale) 2010 Order Management CM (Car Sale) 2010 Transaction Type Receivables Order_MGT_Invoices Order_MGT_Invoices Scrap Sales Invoices Scrap Sales Invoices Currency - Assign Line Flows (Enabled if the Transaction Type Code is “ORDER”) <Line Workflow Assignment> Order Type 1 2 3 4 5 6 Unitrans Used Car Sales Order Used Cars Return Order Lease Car Sales-(Depot) Order Line Type Unitrans Used Car Sales Line Used Cars Return Line Lease Car Sales-(Depot) Line Expence & Labor-Depot Line Spare Part Charges-Depot Line Lease Car Return (Depot) Line Total Loss/Scrap Sales Line Process Name Line Flow .For internal use only Page 8 .Generic 01-JAN-2008 - 7 8 9 10 Lease Car Return (Depot) Order Total Loss/Scrap Sales Order - Doc Ref: BR100_OM_Ver.1. Ship 01-JAN-2008 Only Line Flow .

Document sequences are used by Order Management in automatic Generation of Sales Orders / RMA numbers.0 Satyam-Budget Confidential .1. Document Sequences – Name Lease Car SaleDepot Repair Lease Return Depot Repairs Total Loss/Scrap Sales Used Car Sales Used Cars Return Total Loss/Scrap Return Order Application Order Management Order Management Order Management From 01-JAN-2008 01-JAN-2008 01-JAN-2008 To Type Automatic Automatic Automatic Initial Value 2000000000 5000000000 3000000000 Order Management Order Management Order Management 01-JAN-2008 01-JAN-2008 01-JAN-2008 Automatic Automatic Automatic 1000000000 4000000000 6000000000 Doc Ref: BR100_OM_Ver.OM: Define Document Sequences Management Setup Shipping Documents Document Sequences Description: Use this form to define the Document Sequences.For internal use only Page 9 .

V.0 Satyam-Budget Confidential .1 Description Transfer First Time Repair Outside W/S Renew-1st Renew Penalty P.O M.I.O M.I.1 Meaning Transfer First Time Repair Outside W/S Renew-1st Renew Penalty P.1 Enabled YES YES YES YES YES YES YES Doc Ref: BR100_OM_Ver.R.V.OM: Assign Document Sequences Order ManagementSetupShippingDocumentsAssign Sequences Description: Use this form to Assign Document Sequences to Transaction Types.P.V.P.I.For internal use only Page 10 . Sequence Assignment – Application Order Management Order Management Order Management Order Management Order Management Order Management Category Ledger Method Start Date End Date Sequence Used Car Sales Lease Car SaleDepot Repair Lease Return Depot Repairs Used Cars Return Total Loss/Scarp Sales Total Loss/Scrap Return Order Unitrans Used Unitrans Primary Car Sales Ledger Order Lease Car Unitrans Primary Sales-(Depot) Ledger Order Lease Car Unitrans Primary Return (Depot) Ledger Order Used Cars Unitrans Primary Return Order Ledger Total Unitrans Primary Loss/Scrap Ledger Sales Order Total Unitrans Primary Loss/Scrap Ledger Return Order Automatic 01-JAN-2008 Automatic 01-JAN-2008 Automatic 01-JAN-2008 Automatic 01-JAN-2008 Automatic 01-JAN-2008 Automatic 01-JAN-2008 r OM: Define Freight Cost Type Order ManagementShippingSetupLookupQuery 'Freight Cost Type' Description: Use this form to Freight Cost Types <Freight_Cost_Type> Code TRANSFER-1ST REPAIR OUT W/S RENEW-1ST RENEW PENAULTY P.2 M.2 M.R.1.I.P.V.R.2 M.I.P.P.I.O M.V.V.P.

0 Satyam-Budget Confidential .1. OM: Define Shipping Parameters Order ManagementSetupShippingShipping Parameters Description: Use this form to define Shipping Parameters.For internal use only Page 11 . Shipping Parameters have to be defined for each Warehouse form which you want to ship the car/Vehicles <General> Weight UOM Class Volume UOM Class Percent Fill Basis Weight Volume Weight <Pick Release> Release Sequence Rule Pick Slip Grouping Rule Print Pick Slip Default Pick Release Document Set Default Stage SubInventory Default Stage Locator Number of Pick Slip Lines Auto Allocate Auto create Deliveries Enforce Ship Sets and Ship Models Yes Yes STAGING Default: Order Number Default: Order Number At the End <Shipping Transaction> Default Ship Confirm Document Set Ship confirm Rule Auto pack Options Goods Dispatch Account Enforce Packing in containers No N o Unitrans Ship Confirm Rule No <Delivery Grouping> Delivery Grouping Attributes Auto-create delivery Criteria Customer Across Orders Doc Ref: BR100_OM_Ver.1.

1.Appending Limit Do D not Append o n Doc Ref: BR100_OM_Ver.For internal use only Page 12 .0 Satyam-Budget Confidential .

1.OM: Define Shipping Execution Grants Order ManagementSetupShippingGrants & Role Definitions  Grants Description: Use this form to Assign Shipping Execution Grants to Users who will be using Oracle Order Management Shipping forms for particular organization <Shipping Execution Grants> SCM User Role Org Start Date End Date Upgrade Role WCO Enter current Date Doc Ref: BR100_OM_Ver.For internal use only Page 13 .0 Satyam-Budget Confidential .

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